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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,411 | $48,570-49.7% | $130,660-81.3% | $72,983-66.6% |
| Participation rate | 32.7% | 58.6%-25.9pp | 71.7%-39.1pp | 69.5%-36.8pp |
| Annual return | 22.18% | 38.63%-16.5pp | 1709.29%-1687.1pp | 81.01%-58.8pp |
| Employer contribution / active EE | $415 | $1,334-68.9% | $4,092-89.9% | $2,440-83.0% |
| Participant deferral / active EE | $1,100 | $2,384-53.8% | $3,603-69.5% | $3,608-69.5% |
| Admin fee / account holder | $1,074 | $3,549-69.7% | $5,463-80.3% | $5,124-79.0% |